Personalized Wealth Management Services
Welcome to Harbor Advisory
Since 1972 Harbor Advisory has provided personalized wealth management services and related asset management counsel to high and ultra-high net worth families and individuals. We are committed to delivering tailored financial planning and asset management services that consistently build our clients’ wealth. Harbor Advisory’s reputation for delivering comprehensive financial planning, investment management, and asset-related services spans almost 50 years. The firm’s core philosophy is grounded by a commitment to deliver tailored solutions and superior service to its clients.
Meet the Team
Learn more about Harbor Advisory’s experienced Senior Advisors Weld, Jack, and Dan.
“Our highly tailored approach allows us to maximize our clients’ investment returns while controlling risk and minimizing the impact of income and estate taxes.”
— Weld Butler
“Our investing style is oriented toward long-term growth of capital with particular emphasis on risk management and tax efficiency.”
— Jack DeGan
Same Harbor. Different Dock.
Starting May 15th, Harbor Advisory is moving to Suite 1A, a larger space in our current complex, just across the parking lot.